Manager, FuturePlan
Ascensus
full-time
Posted on:
Location Type: Remote
Location: Florida • North Carolina • United States
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About the role
- Responsible for managing a staff of Consultants and Assistants in the delivery of excellent client service to plan sponsors, brokers/agents and financial partners in all aspects of retirement plan services
- Lead the staff in maintaining service standards
- Motivate, lead and support team members to provide excellent customer service
- Conduct interviews and evaluating candidates in the hiring process
- Provide team members with substantive, periodic feedback on performance
- Monitor service levels and phone activity
- Plan and organize workflow to meet service commitments
- Produce weekly/monthly production metrics reports
- Develop staffing strategies for resource allocation to meet business needs and service commitments/objectives
- Coordinate successful training and instruction of new associates
- Develop staff on industry knowledge and professional development
- Develop workflow alternatives for process improvement
- Perform other duties and special projects as assigned
Requirements
- Bachelors Degree required
- Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred
- 3-5 years supervisor/managerial industry experience
- 7-10 years overall industry experience
- Proficiency with Microsoft Office
- Comprehensive knowledge of retirement plans and the services provided by Ascensus Consulting including Compliance and Recordkeeping services
- Excellent analytical and problem solving skills
- Ability to work well under pressure with multiple priorities and deadlines
- Strong Interpersonal Skills
- Polished Presentation Skills
- Excellent Written and Oral Communication Skills
- Excellent Conflict Resolution Skills
- Proven Project Management Skills
- Superior Coaching and Mentoring Skills
- Superior Time Management Skills
- Ability to travel, if needed
Benefits
- Excellent client service
- Professional growth environment
- Substantive, periodic feedback on performance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Microsoft Officeretirement planscompliance servicesrecordkeeping servicesproject management
Soft Skills
analytical skillsproblem solvinginterpersonal skillspresentation skillswritten communicationoral communicationconflict resolutioncoaching skillsmentoring skillstime management
Certifications
Bachelors DegreeASPPACEBS